Quick transaction widget could be quicker

  • 2
  • Idea
  • Updated 1 year ago
The quick transaction widget is very useful. But, it could be quicker. Here's how my workflow looks like:
1) Tap on the middle area so GoodBudget can try to infer what my payee is automatically;
2) If that doesn't work, select pay manually;
3) Tap on the payee (quick transaction modal opens);
4) [this is the part that annoys me and takes most of the time]: on 98.4% of times:
   a) Tap the amount input;
   b) Hold the delete button on keyboard to delete the amount that is automatically loaded (because it is almost never the same)
5) Type the correct amount
6) Hit save

Basically, the step 4 could be skipped entirely. If the quick transaction modal opened already with the focus on the amount input (which is the only editable there, so makes total sense), and with the value pre-selected or empty, the user would be able to start typing the value right away. If you want to improve even more, hit enter would trigger the save button as well.

Then, the quick transaction widget would really live up to its name :)
Photo of João Pedro Macimiano Trabbold

João Pedro Macimiano Trabbold

  • 16 Posts
  • 3 Reply Likes
  • frustrated

Posted 1 year ago

  • 2
Photo of Colin Grant

Colin Grant

  • 376 Posts
  • 109 Reply Likes
Quick transaction widget, where is that? Cannot find one on IOS :-(

All I can find is the ordinary transaction entry via the button or by tapping on an existing transaction I get the option to amend it. I would advocate a quick move money widget, like the one in YNAB, but that would just be a nice to have rather than a necessity in my books.
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1679 Posts
  • 216 Reply Likes
Hi João and Colin, 

Thanks for your suggestion, João. I don't think I understanding exactly what you're asking for. Right now, the widget does open up with the amount selected. Are you asking to have the widget open up with the keyboard up so that you can immediately begin editing the amount? 

Colin, the widget is available for Android only. As an iPhone user, I agree this would be helpful. I've added your vote for this!

Thanks
Photo of João Pedro Macimiano Trabbold

João Pedro Macimiano Trabbold

  • 16 Posts
  • 3 Reply Likes
Hi Karisa,

Maybe a real-world example would clarify.
- I go for tacos on Monday and record a transaction for mexican, $10;
- on Tuesday, I go for quesadillas, but the price is $12, so, before I record $12, I have to 1) bring up the keyboard and 2) delete the amount of $10 which is automatically loaded.

OR
- I go to the supermarket on Wednesday and buy stuff, record $33;
- on Thursday, I go there again to buy more stuff, spend $21 so, before I record $21, I have to 1) bring up the keyboard and 2) delete the amount of $10 which is automatically loaded.

This happens with every single form of payee that I have. And the 1)2) repetition is always there. It is almost never the same amount, so I don't see the point of GB loading the latest value.

So, my suggestion would be:
1) Yes, the widget open up with the keyboard up, so I can type right away;
2) That I could enter the value I spent right away, without having to delete the amount automatically loaded. This can be achieved by 2 options:
   a) Just by not automatically loading the last transaction's amount.
   b) If you guys see value in bringing the last transaction's amount, then you could bring it selected, so if I want to keep it, I just save the transaction, but if I want to change, I can start typing right away without having to delete the previous amount. Something like this:

   c)  If I hit the keyboard's <ENTER> key, saves the transaction right away.

These little things make a difference when you are on the run with your family and can be decisive on recording the transaction on the spot or just not doing because your toddler escaped the stroller :D
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1679 Posts
  • 216 Reply Likes
Hi João, 

I see! Your examples really helped, and I can see why this would be helpful. I've added your suggestion to our feedback tracker. 

Thanks again!
Photo of João Pedro Macimiano Trabbold

João Pedro Macimiano Trabbold

  • 16 Posts
  • 3 Reply Likes
Thanks :)